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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,972 | $117,829-7.5% | $102,423+6.4% | $145,877-25.3% |
| Participation rate | 45.0% | 78.6%-33.6pp | 76.5%-31.5pp | 80.3%-35.3pp |
| Annual return | 7.92% | 31.83%-23.9pp | 29.42%-21.5pp | 551.28%-543.4pp |
| Employer contribution / active EE | $470 | $3,615-87.0% | $3,023-84.4% | $4,663-89.9% |
| Participant deferral / active EE | $2,531 | $5,732-55.8% | $5,054-49.9% | $6,691-62.2% |
| Admin fee / account holder | $19,411 | $13,335+45.6% | $9,455+105.3% | $13,402+44.8% |